Bank Performance Analytics

The challenge. Enterprise analytics usually follows the corporate structure, but business leaders run their businesses by function and operating line. Rebuilding results in that shape, and calculating the KPIs and metrics that matter, takes separate systems or a web of spreadsheets that nobody can reconcile. Worse, forecasts and stress results live somewhere else entirely, and every new question becomes a report request. By the time the answer arrives, the decision has already been made.

In Vortex. Financial statements, KPIs and trends are interactive pages in a single governed environment. Leaders drill from consolidated results into business lines, sub-segments and products, all the way down to individual loans. With a single click, they pivot the same results from the corporate hierarchy to the operational view the business actually runs on: the same dollars and the same totals, organized the way they're managed. Actuals, forecasts and stress scenarios sit side by side on the same pages. KPIs, metrics and capital ratios are calculated from the underlying data, not typed in, while workflows govern the process and deliver trusted, audit-ready results.

Demo specs.

• 100+ interactive pages across consolidated, business line and sub-segment results
• Corporate and operational hierarchies over the same facts, reconciled to the same total
• Drill from consolidated results to 318,526 individual loans ($65.7B)
• Profitability KPIs and the full CET1, Tier 1 and Total Capital cascade, calculated live
• Actuals plus multiple forecast and stress scenarios, including CCAR
• Governed KPI close: review, calculate, submit and approve, with driver overrides, sign-off and a full audit log